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task management

Work efficiently

with your team

Faster approval processes

Send review-ready documents directly to colleagues along with a subject line and due date. Once reviewed, they can mark as approved to get your work in the hands of clients quicker.

Action feedback

Exchange details over SuiteFiles’ in-built chat and gather feedback within the document itself. No need to go searching through emails or direct messages, every task sent comes with context and collected feedback.



Stay on top of your to-do list

Oversee a list of your tasks, as well as any you’ve sent to colleagues or clients. Filter your to-do’s by status, due date, sent to/by and more to prioritize the big jobs and prevent bottlenecks.

Track & notify

Track tasks from creation to completion! Receive in-app notifications such as messages from collaborators and approvals on completed work.

See tasks in action...

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Document and email management

Store and edit all your documents, emails and tasks in one place. Create document templates, and automatically save documents into SuiteFiles from a number of sources.

PDF tools

Review and customize PDFs in SuiteFiles without juggling several applications. Annotate areas of interest, simply jot something down, or merge PDFs files to save time compiling your PDFs.


Client portal

Send files out to be reviewed and collaborate with clients on their documents in real-time. Request any file you need and they’ll be uploaded directly in to your chosen SuiteFiles location.

Secure storage

Manage all of your permissions to grant access to certain folders and features and easily restore past versions of documents with our backups. SuiteFiles documents are kept safe in your own Microsoft environment, secure, and recoverable within Microsoft’s leading-edge retention framework.


Use all the tools you love with SuiteFiles. Our integrations make processes even simpler by linking everything back to your document management system. We integrate with Microsoft 365, XPM, WorkflowMax and more.

Digital signing

Prepare documents for signing, send them directly to signatories, and be notified when they’re completed. Simplify the signing process with notes for more context and checkboxes to draw attention to important sections of your document.

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